See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,770 | $77,899-52.8% | $149,673-75.4% | $75,163-51.1% |
| Participation rate | 18.4% | 65.6%-47.2pp | 78.8%-60.4pp | 67.2%-48.8pp |
| Annual return | 20.13% | 31.72%-11.6pp | 134.42%-114.3pp | 160.62%-140.5pp |
| Employer contribution / active EE | $199 | $3,137-93.7% | $4,818-95.9% | $2,670-92.6% |
| Participant deferral / active EE | $1,299 | $3,411-61.9% | $5,680-77.1% | $4,125-68.5% |
| Admin fee / account holder | $112 | $5,956-98.1% | $13,210-99.2% | $5,651-98.0% |